IFA
Interactive Financial Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $212K | Buy |
1,478
+2
| +0.1% | +$286 | 0.1% | 84 |
|
|
2025
Q1 | $247K | Hold |
1,476
| – | – | 0.13% | 78 |
|
|
2024
Q4 | $214K | Hold |
1,476
| – | – | 0.11% | 86 |
|
|
2024
Q3 | $217K | Hold |
1,476
| – | – | 0.11% | 87 |
|
|
2024
Q2 | $231K | Hold |
1,476
| – | – | 0.13% | 83 |
|
|
2024
Q1 | $233K | Sell |
1,476
-900
| -38% | -$142K | 0.13% | 83 |
|
|
2023
Q4 | $333K | Buy |
2,376
+1,140
| +92% | +$160K | 0.18% | 68 |
|
|
2023
Q3 | $208K | Buy |
+1,236
| New | +$208K | 0.14% | 82 |
|
|
2023
Q2 | – | Sell |
-1,236
| Closed | -$202K | – | 82 |
|
|
2023
Q1 | $202K | Hold |
1,236
| – | – | 0.13% | 80 |
|
|
2022
Q4 | $222K | Hold |
1,236
| – | – | 0.13% | 83 |
|
|
2022
Q3 | $178K | Hold |
1,236
| – | – | 0.1% | 90 |
|
|
2022
Q2 | $179K | Hold |
1,236
| – | – | 0.09% | 82 |
|
|
2022
Q1 | $201K | Hold |
1,236
| – | – | 0.09% | 84 |
|
|
2021
Q4 | $145K | Hold |
1,236
| – | – | 0.06% | 98 |
|
|
2021
Q3 | $125K | Hold |
1,236
| – | – | 0.05% | 96 |
|
|
2021
Q2 | $129K | Hold |
1,236
| – | – | 0.05% | 100 |
|
|
2021
Q1 | $130K | Hold |
1,236
| – | – | 0.05% | 95 |
|
|
2020
Q4 | $104K | Hold |
1,236
| – | – | 0.05% | 92 |
|
|
2020
Q3 | $89K | Hold |
1,236
| – | – | 0.04% | 88 |
|
|
2020
Q2 | $110K | Hold |
1,236
| – | – | 0.05% | 82 |
|
|
2020
Q1 | $90K | Hold |
1,236
| – | – | 0.08% | 56 |
|
|
2019
Q4 | $149K | Hold |
1,236
| – | – | 0.07% | 83 |
|
|
2019
Q3 | $147K | Hold |
1,236
| – | – | 0.07% | 76 |
|
|
2019
Q2 | $154K | Hold |
1,236
| – | – | 0.07% | 76 |
|
|
2019
Q1 | $152K | Buy |
+1,236
| New | +$152K | 0.07% | 67 |
|